Work your leads in the app

When we set your account up you get an email inviting you in. It's from Hunt Visuals and it has a button to set your password. Search your inbox for app.huntvisuals.com if you can't see it, and check junk.

1. Open the invite email and click the button to set your password.
2. Log in once on a laptop at app.huntvisuals.com to check it works.Email and password only, there's no Google button on this login.
3. No invite? Message us and we'll resend it. Takes us ten seconds.

The phone app is called LeadConnector. It's the same system as the website, built for answering people on the move. Anything you do in one shows up in the other.

1. Install it: iPhone or Android. Search LeadConnector in the store if the link doesn't open.
2. Log in with the same email and password from step 1.
3. If it asks which account, pick your business name.
4. Keep the app updated. The newer versions have the pipeline and notification tools this guide talks about.

This is the whole point of the app. A lead that pings your phone gets rung. A lead that sits in an inbox gets rung on Thursday, and by then they've booked someone else.

1. When the app first asks to send notifications, tap Allow.
2. iPhone: phone Settings, Notifications, LeadConnector. Check Allow Notifications is on, with sounds and banners.Android: phone Settings, Apps, LeadConnector, Notifications, all on.
3. Check a Focus or Do Not Disturb mode isn't silencing it. If you use one at work, add LeadConnector to its allowed apps.
4. Now test it. In the app open Settings, then Diagnose Notifications, then Start Diagnosis. It checks your signal, permission and sound, then sends you a real test notification.Don't see Diagnose Notifications? Update the app from the store and look again.
5. Tap Received if it arrived. If it didn't, fix whatever it flags and tap Run diagnosis again.
6. If someone else answers enquiries for you, tell us their name and email and we'll add them, so their phone pings too.

Conversations is where everyone who gets in touch ends up. Texts, emails, and once your page is connected, Facebook and Instagram messages too. Each person gets one thread, so you see everything they've said in order.

1. Tap the notification, or tap Conversations in the bottom menu. Newest is at the top.
2. Use the filter at the top to see the ones you haven't read, and the search to find someone by name.
3. Tap a conversation to open it. Type at the bottom and send. It goes out on the same channel they used.You can attach photos, and use a saved template if we've set one up for you.
4. Always reply from the app, never from your personal phone or inbox. Then the whole history is in one place and we can both see it.

Before you dial, have a five second look at what they told the form. Then you open with their job, not "so what can I do for you?".

1. Open their contact. In the conversations list, swipe across their row and pick the contact info option, or find them in Contacts.
2. Their form answers are on the Details tab, saved under the question names, usually in a Lead Form section. Name, number, email and what they want doing.
3. Tap Call on their contact or on their card in the pipeline. In Contacts you can also press and hold their name to get Call, SMS and Email straight away.Depending on how your account is set up, the call goes through the app or your phone's own dialler.
4. Say who you are and that they just filled in your form. Most people are surprised how quick it is, and that surprise is what books the job.
5. No answer? Send the message from step 4 so there's a record, and move the card to Contacted.

Every lead is a card. A card is one job you might win: the person, what they want, and what it's worth. The cards sit in columns called stages, in the order a job really goes. Your board is called Sales and it looks like this.

Rang them, booked the visit, sent the quote. Each of those is a card move. Do it there and then, while you're still holding the phone, not at the end of the week.

1. On your phone: tap Opportunities. If it's not in the bottom menu, it's in the main menu. Make sure the pipeline at the top says Sales.
2. Find the card and tap its Move Opportunity button, or open the card and change its stage. Pick the new stage and it jumps across.The card also has quick buttons to message them, add a task or add a tag without opening it.
3. On a laptop, or a tablet in the browser: go to app.huntvisuals.com, Opportunities, then drag the card into the right column and let go.
4. Got something to remember? Open the card and add it on the Notes tab. Wants it done before Christmas. Ring after 5.

This is the one that changes what the ads cost you. Meta learns from whatever we feed it. Feed it form fills and it finds more people who fill in forms. Feed it a £12,000 job and it goes looking for more of those.

1. Won it? Move the card to Closed, open it, and type the job value in its details. Rough is fine, £8k is far more useful than nothing.
2. Lost it? Move it to Not closed and put two words in Notes on why. Too far. Price. Went quiet. Wanted it next week.
3. Never a real job? Move it to Disqualified with a word on why. Wrong area. Spam. No number.
4. On a laptop the card also has a Status box. Set it to Won for Closed and Lost for the other two, if you're in there anyway.

When someone rings you back in a week and you can't remember who they are, this is where you look. Everything about them sits on one screen.

1. Tap Contacts and search their name, number or email.
2. Tap them to open their record. Details has their contact info and their form answers. If the list is long, use the search inside Details or hide the empty fields.
3. Tap Tasks & Notes to read or add a note. Anything you'd otherwise forget: access, budget, who the decision maker is.
4. Activities shows what's happened with them so far.
5. Got a customer who didn't come from the ads? Tap + in Contacts to add them, so every job lives in one place.

Some people will never move a card and that's fine. The only bad option is both of us guessing. So the deal is this: every Friday, send one WhatsApp with the jobs you won that week and roughly what they were worth. We'll log them ourselves.